Everything financial.
One team. One place.
From investment management to estate planning, we look after the full picture. That way, every part of your financial life works together.
When your investment adviser doesn’t talk to your accountant, and your accountant doesn’t know about your trust, things fall through the cracks. Opportunities get missed. Costs creep up. Plans don’t line up the way they should.
We see the full picture because we manage the full picture. Your investments, your insurance, your estate plan, and your tax – all connected, all looked after by the same team.
It’s simpler for you. And it leads to better outcomes.
Investment Management
Your money, actively managed.
We build personalised investment portfolios based on your goals, your risk appetite, and your timeline. Then we actively manage them – reviewing, adjusting, and keeping you in the loop. This isn’t set-and-forget. This is your money getting the attention it deserves.
KiwiSaver
Is your KiwiSaver working for you?
Most people set up their KiwiSaver years ago and haven’t looked at it since. We’ll review where you’re at, make sure you’re in the right fund for your stage of life, and check you’re getting the most out of it.
Personal Insurance
The safety net you’ll be glad you sorted
Life insurance, income protection, health, trauma – we’ll help you figure out what you actually need, cut what you don’t, and make sure the cover you have is doing its job. No over-insuring. No gaps.
Estate Planning
Trusts, Wills & Enduring Powers of Attorney
Nobody likes thinking about this stuff, but it matters. We help you set up family trusts, draft wills, and put enduring powers of attorney in place so your wishes are clear and your family is protected.
Accounting & Tax
The numbers, handled.
Year-end accounts, tax returns, and ongoing financial reporting. We keep your books clean, your obligations met, and your tax position as efficient as possible.
Not sure where to start?
Whether you’re starting to invest, reviewing an existing portfolio, or sorting your full financial picture, the first step is the same.
A conversation.
Unit 4, 67 The Strand
Quayside Apartments
Whakatane 3120
Ph: (07) 308 8113
Office Hours
Monday - Thursday 9am - 4pm
Friday 9am - 3pm
